J.h. Whitney Capital Partners, LLC

J.H. Whitney Capital Partners, LLC, established in 2004, specializes in providing investment advisory and management services to private investment limited partnerships known as the Whitney Funds. These funds focus on private equity investments and are managed on a discretionary basis. The firm, owned by Paul R. Vigano and Robert M. Williams, Jr., had approximately $671,913,000 of client assets under management as of December 31, 2024. Clients are typically charged management fees based on their committed capital or assets under management, with fees payable quarterly in advance. Additionally, a portion of the net investment profit is subject to allocation as a "carried interest." The firm's investment strategy involves making small and middle-market buyouts and recapitalizations of growth-oriented companies in the U.S. or with significant U.S. operations. Risks associated with investing in the Whitney Funds include the nature of investments, use of leverage, illiquidity, and adverse market conditions. Whitney Capital Partners has a Code of Ethics and Proxy Voting Policy in place to ensure compliance and best practices. Clients' assets are held by qualified custodians, and the firm has investment discretion over client accounts. The firm votes proxies in the best economic interests of the Whitney Funds.